Newman Financial Group was established in 1991 in West Milton, Ohio. Our goal at the beginning and still today is to provide our clients with financial strategies designed to create the solutions best suited for their retirement needs and expectations. We believe that now, more than ever, our clients are looking for solutions they can rely on during retirement. Stability, through guaranteed income, gives our clients the peace of mind they are looking for.
Over the past 25 plus years we have been in business, the world has certainly changed in many ways. What has not changed is our commitment to our clients and the shared goal of financial security.
Owner, Mark Newman has over 30 years of businesses experience. Mark was born and raised in Brookville, Ohio. He graduated from Judson University in 1982 earning a BA Degree in Human Relations, with an emphasis on psychology. He began his career in financial services, in 1989 with PennCorp Financial. In 1991 he founded Newman Financial Group in West Milton,Ohio. During the past 25 years, Mark has been recognized as an industry leader in the sales of Long Term Care, Life and Annuities. He has served his community through organizations like Rotary International, West Milton Park Board, West Milton Community Improvement Corporation and the Milton Union Recreation Association. Mark and his family are active members of Transfiguration Parish in West Milton. Mark and his wife Julie and have 3 children; Aimee, Sam and Carly.